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Release Notes - January 16th, 2024
Release Notes - January 16th, 2024

See our improvements and fixes. Optimized planning

Stella Marques avatar
Written by Stella Marques
Updated over 11 months ago

🎉 Happy 2024!

As we kick off the year, our commitment is to elevate Plannit further and exceed your expectations!

💡We made some improvements that will surely optimize the planning portion of your day

🚒 A few bugs have also been fixed.

⚙️ IMPROVEMENTS

Calendar - Planner

On Plannit's Calendar Planner, It is now possible to add visits by bulk to an existing route or to create a new route

Simply select all visits at the top of the planner or individually. Click on Add to route on the orange band

Visits

On the Visits grid, multiple actions have been added when selecting all or multiple visits

  • Print work order

  • Add/remove labels

  • Change status

  • Delete

Filter a list or select the visits on the grid and pick the action on the orange band

Jobs - Visits - Quotes - Invoices

In the Filters button of the Jobs, Visits, Quotes and Invoices grids, it is now possible to select All or None in the status section

When creating a new visit, quote or invoice, you will be able to choose in what Job you would like to associate the document to if you already have an ongoing job with this client and don’t want to create a new one.

Click on +Visit in the Visits grid

Type in the clients name, if it's an existing client, select it on the right and at the bottom in the Associate to job section, click on the ⬇️ to display the ongoing Jobs or click on Create new job

Invoices

New option added to the Actions button of the Invoice

You will now be able to copy the invoice:

  • Copy for another client

  • Copy in this job

🔧 FIXED BUGS

We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.

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